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KCS Wealth Advisory’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

KCS Wealth Advisory’s Portfolio DXJ Stock Details DXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-180
Closed -$9.08K – 208
2019
Q3 		$9.08K Buy
+180
New +$8.71K 0.01% 356

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
PIP
Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

KCS Wealth Advisory's DXJ Position: Q4 2019 in Review

KCS Wealth Advisory sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q4 2019, closing a stake of 180 shares — an estimated $9.08K sold.

KCS Wealth Advisory first reported a position in DXJ in Q3 2019 and held it in 1 quarter. The position peaked at $9.08K in Q3 2019. 236 funds tracked by Wall St. Rank hold DXJ as of Q4 2019.

  • KCS Wealth Advisory reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 180 WisdomTree Japan Hedged Equity Fund shares in Q4 2019, an estimated $9.08K.
  • KCS Wealth Advisory first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2019 and held it in 1 quarter.
  • KCS Wealth Advisory's WisdomTree Japan Hedged Equity Fund position peaked at $9.08K in Q3 2019.
  • 236 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.